Fee-Only Financial Planners in Edina, MN

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Edina, MN:

John Bernstein

Bernstein Financial Advisory

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning

Over 25 years of sophiscated, high-level investment experience used to deliver simple & understandable financial strategies.

Dana Brewer

CFP®

Birchwood Financial Partners, Inc.

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Edina, MN, serving clients locally and across the country

Kimmie Moehring

CFP®

Birchwood Financial Partners

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Edina, MN, serving clients locally and across the country

Rachel Infante

CFP®, CSRIC®™

Birchwood Financial Partners, Inc.

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Edina, MN, serving clients locally and across the country

Kathy Longo

CFP®, CAP®, CDFA®

Flourish Wealth Management®

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Edina, MN and Serving Clients Nationwide

Bill Mulvahill

CFP®, CPA, MBT

Trailhead Planners, LLC

Minneapolis, MN

Specialties: Retirement Income Planning, Tax Planning, Investment Management, Comprehensive Financial Planning

Fee-Only financial planner located in Minneapolis, MN, serving clients in the Minneapolis area and across the country

I can work with clients anywhere!

Mark Struthers

CFP®, CFA®

Sona Wealth

Edina, MN

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.

Damian Winther

CFP®, CSRIC®™

Birchwood Financial Partners, Inc.

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Edina, MN, serving clients locally and across the country

Bridget Handke

CFP®, CAP®

Birchwood Financial Partners, Inc.

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Edina, MN, serving clients locally and across the country

Steven Gilbertson

Accredited Investors Wealth Management®

Edina, MN

Ross Levin

Accredited Investors Wealth Management®

Edina, MN

Kathleen Nelson

Silveroak Wealth Management, LLC

Edina, MN

Anne Ward

CFP®, AIF®, CRPC®, MPAS®

Laurel Wealth Planning

Edina, MN

W. Alan Williams

Accredited Investors Wealth Management®

Edina, MN

Scott Oeth

Cahill Financial Advisors, Inc.

Edina, MN

Rebecca Krieger

Accredited Investors Wealth Management®

Edina, MN

Jeremy Heckman

Accredited Investors Wealth Management®

Edina, MN

Laura Seymour

CFP®

TorchLight Financial

Edina, MN

Joe Downes

CFP®, MBA

Integrity Wealth

Eden Prairie, MN

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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